Client Event: Trustee/Executor School

Title: Client Event: Trustee/Executor School

Area: Glen Allen, VA

Date: Thursday, September 19, 2019

Time: 6:30 PM - 8:30 PM

Location: Hampton Inn & Suites

Address: 1101 Technology Park Drive, Glen Allen, VA 23059


Description

After this class, you will walk away with a clear understanding of:

  • Trustee Responsibility & Liability: what duties must the Trustee fulfill and how to shield the Trustee from liability
  • Taking Action: what steps need to be taken to begin the process of administering the Trust set up by the deceased
  • Stages: what are the different stages of the Trust Administration and Probate
  • Pitfalls: what are the most common pitfalls facing Trustees
  • Role of the Attorney: is an attorney necessary to help facilitate the Trust           Administration process, and how they may be able to help.
  • Timing: for certain actions, the law requires the trustee to act within a very short time frame, what actions have time constraints.

Reserve TODAY!  Bring your Successor Trustees.  Refreshments Served!


This seminar is full. Please see our other seminars or contact our office. Thank you